Our Investment Portfolios
In line with our philosophy we have created different portfolios that give you the exact amount of stability or volatility you are comfortable.
Growth Portfolios ⍰
Tradewind Portfolio
A low volatility growth portfolio. Created for those looking for global and industry diversification. This is best for investors wanting long term growth.
Key Facts:
Instruments: ETFs
Asset Class: Equity and Bonds
Region: Global
Mean Return: 9.04% (Last 30 years)
Standard Deviation: 10.18% (Last 30 years)
Total Management Fee: 0.45%
Brokerage Fees: click here
Minimum investment: 10,000 USD
Performance ⍰: Growth Curves Histogram
Disclaimer: The performance represented above is calculated using Monte Carlo simulation that uses historical data and thus assumes that the future will, to some extent, mimic the past. Past
performance is not a reliable indicator of future results and investors may not recover the full amount invested.
Airstream Portfolio
A medium volatility growth portfolio. Created for those looking for U.S. only exposure and U.S. only industry diversification. Again, this is meant for investors wanting long term growth.
Key Facts:
Instruments: ETFs
Asset Class: Equity and Bonds
Region: USA
Mean Return: 11.60% (Last 30 years)
Standard Deviation: 11.16% (Last 30 years)
Total Management Fee: 0.45%
Brokerage Fees: click here
Minimum investment: 10,000 USD
Performance ⍰: Growth Curves Histogram
Disclaimer: The performance represented above is calculated using Monte Carlo simulation that uses historical data and thus assumes that the future will, to some extent, mimic the past. Past
performance is not a reliable indicator of future results and investors may not recover the full amount invested.
Jetstream Portfolio*
A high volatility growth portfolio. Want more adventure? This portfolio is optimized for investors wanting very long term adventurous growth.
Key Facts:
Instruments: Leveraged ETFs
Asset Class: Equity and Bonds
Region: USA
Standard Deviation: 0.91% YTD 17'
Total Management Fee: 0.45%
Brokerage Fees: click here
Minimum investment: 10,000 USD
Perfromance ⍰: Since Inception YTD
Disclaimer: The performance represented above is historical. Past performance is not a reliable indicator of future results and investors may not recover the full amount invested.
Income Portfolios ⍰
Longline Portfolio
A low volatility income portfolio that combines a diversified portfolio of equities and bonds that deliver a constant income while preserving capital.
Key Facts:
Instruments: ETFs
Asset Class: Equity and Bonds
Region: USA
Mean Return: 7.23% (Last 30 years)
Standard Deviation: 8.33% (Last 30 years)
Total Management Fee: 0.45%
Brokerage Fees: click here
Minimum investment: 10,000 USD
Optional Annual Yield: from 3% to 5%
Performance ⍰: Growth Curves Histogram
Disclaimer: The performance represented above is calculated using Monte Carlo simulation that uses historical data and thus assumes that the future will, to some extent, mimic the past. Optional yield distributions not included. Past performance is not a reliable indicator of future results and investors may not recover the full amount invested.
Trident Portfolio
A medium volatility income portfolio that uses a combination of equities, real estate, and high yield bonds to deliver a constant inflation protected income.
Key Facts:
Instruments: ETFs
Asset Class: Equity and Bonds
Region: Global
Mean Return: 8.08% (Last 30 years)
Standard Deviation: 11.44% (Last 30 years)
Total Management Fee: 0.45%
Brokerage Fees: click here
Minimum investment: 10,000 USD
Optional Annual Yield: from 3% to 5%
Performance ⍰: Growth Curves Histogram
Disclaimer: The performance represented above is calculated using Monte Carlo simulation that uses historical data and thus assumes that the future will, to some extent, mimic the past. Optional yield distributions not included. Past performance is not a reliable indicator of future results and investors may not recover the full amount invested.
Custom Made Portfolios
We help you build your made-to-measure portfolio. It can be based on your specific needs and objectives for a portfolio that perfectly fits your personality and goals.
Total Management Fee: 0.45%
Brokerage Fees: click here
Minimum investment: 10,000 USD
Let's get you started! Click "Start Investing Now" to express your interest. We can schedule a no-obligation consultation that quickly puts you on your way to smarter, more cost-effective investing.
Brokerage services provided by:
This website is operated and maintained by CYStein Management LLC, an SEC Registered Investment Advisor (CRD# 290365 / SEC# 801-112087).
DISCLAIMER: By accepting this material, you acknowledge, understand and accept the following: This material has been prepared at the discretion of CYStein Management LLC (“CYSTEIN”). This material is subject to change without notice. This material is for information and illustrative purposes only. It is not, and should not be regarded as “investment advice” or as a “recommendation” regarding a course of action, including without limitation as those terms are used in any applicable law or regulation. This material is provided with the understanding that with respect to the material provided herein (i) CYSTEIN is not acting in a fiduciary or advisory capacity under any contract with you, or any applicable law or regulation, (ii) that you will make your own independent decision with respect to any course of action in connection therewith, as to whether such course of action is appropriate or proper based on your own judgment and your specific circumstances and objectives, and (iii) that you are capable of understanding and assessing the merits of a course of action and evaluating investment risks independently. CYSTEIN does not purport to and does not, in any fashion, provide tax, accounting, actuarial, recordkeeping, legal, broker/dealer or any related services. You should consult your advisors with respect to these areas and the material presented herein. You may not rely on the material contained herein. CYSTEIN shall not have any liability for any damages of any kind whatsoever relating to this material. No part of these documents may be reproduced in any manner, in whole or in part, without the written permission of CYSTEIN except for your internal use. All of the foregoing statements apply regardless of (i) whether you now currently or may in the future become a client of CYSTEIN and (ii) the terms contained in any applicable investment management agreement or similar contract between you and CYSTEIN.